POM Investment Strategies, LLC

Q3 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
402
Total value ($000)
$123,894
Net value change ($000)
+35,639 (40.4%)
New positions
74
Sold out positions
23
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PAYM 11,205 1330.8%
FIRST TR EXCHANGE-TRADED FD 4,842 5904.9%
ACII 4,835 6120.3%
BILZ 2,945 64.1%
PAYH 2,717 6175.0%
JUNP 1,397 NEW
FIRST TRUST EXCHANGE-TRADED FUND 1,212 6060.0%
MAYW 882 7.1%
CSCO 782 1475.5%
QBER 722 37.1%
Top Reduces (Value $000, Stocks/ETFs)
GMAY -911 -12.6%
NVDA -810 -58.9%
ABBV -364 -96.8%
SPYM -286 -28.5%
MTUM -222 -78.2%
EEM -208 -77.9%
QQQ -198 -73.3%
IBM -189 -21.9%
IEV -175 -87.9%
XLG -172 -75.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type